If and only if those making decisions have certainty that a consistent tariff policy will be in place for years to come. What if you make a hundreds of millions-billions+ investment and policy decisions are reversed in a month, year, or in the next presidency. The average auto worker in the US makes $70 per hour. The average auto worker in Mexico makes $6 per hour. That's a big gap to fill and a lot of money to spend without some reassurance of long term stable policy (not making a case for either here...just that the rules of the game need to be known before major capital investments are made).